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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Melfa Wealth Management
Massachusetts
$648K -$29.1K -500 -4%
LEA
702
Legacy Edge Advisors
New York
$647K -$17.1K -294 -3%
MCC
703
Money Concepts Capital
Florida
$644K +$2.39K +41 +0.4%
DWM
704
Dakota Wealth Management
Florida
$644K +$58 +1 +0%
AFG
705
Albion Financial Group
Utah
$639K -$10.2K -175 -2%
EF
706
Evanson Financial
Virginia
$635K +$636K +10,916 New
V
707
ViaWealth
Kansas
$634K -$122K -2,100 -16%
CPIG
708
Chicago Partners Investment Group
Illinois
$633K +$117K +2,014 +23%
CWMS
709
CFG Wealth Management Services
Indiana
$629K – – –
SI
710
Stonekeep Investments
New Mexico
$623K +$33.2K +569 +6%
TDB
711
Thompson David Blair
$622K -$23.4K -402 -4%
LG
712
Leuthold Group
Minnesota
$619K +$1.86K +32 +0.3%
VC
713
Veracity Capital
Georgia
$604K -$1.17K -20 -0.2%
IF
714
Intrua Financial
Texas
$601K -$233K -3,995 -28%
MGWA
715
Monument Group Wealth Advisors
Massachusetts
$601K -$464K -7,963 -83%
CCWA
716
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$601K +$602K +10,323 New
DWT
717
Dorsey & Whitney Trust
South Dakota
$600K -$51.5K -884 -8%
ML
718
McAdam LLC
Pennsylvania
$597K +$151K +2,590 +34%
AWS
719
Alliance Wealth Strategies
Virginia
$592K – – –
EB
720
Eastern Bank
Massachusetts
$590K +$57.8K +991 +11%
RFP
721
Roth Financial Partners
Texas
$589K +$160K +2,745 +37%
LHWM
722
Lake Hills Wealth Management
Texas
$588K -$14.6K -251 -2%
MSFS
723
Main Street Financial Solutions
Pennsylvania
$588K +$408 +7 +0.1%
PC
724
Prairiewood Capital
North Dakota
$588K +$13.4K +230 +2%
WWA
725
Wingate Wealth Advisors
Massachusetts
$586K +$4.55K +78 +0.8%